DFX Intelligence
Schwab Retirement Plan Services
unclassified
unclassified
28 more other clients and 80 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
31 allocators
- WBC Holdings, L.P. Cash Balance Retirement Plan Actuarythrough Dec 31, 2025
- Littler Mendelson P.C. Cash Balance Pension Plan Actuarythrough Dec 31, 2024
- Rogers Group Inc & Its Affiliates Retirement Plan Actuarythrough Dec 31, 2023
+28 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
83 rows, $254,881 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| WBC Holdings, L.P. Cash Balance Retirement Plan | 2025 | 11 | enrolled actuary | |
| Orrick, Herrington & Sutcliffe, LLP Partners' Pension Plan | 2024 | 11 15 17 50 | NONE | $94,267 |
| Littler Mendelson P.C. Cash Balance Pension Plan | 2024 | 11 | enrolled actuary |
+80 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
No dated events.